7月24日《苏州日报》A03版

7月28日《姑苏晚报》A03版

AR glasses are widely regarded as the next-generation mobile terminal after the smartphone. If the phone put a screen in your pocket, AR glasses put a screen before your eyes, seamlessly overlaying the digital world onto the real one. It sounds cool — and it is extraordinarily hard to build.

Mass production of full-color light engines, in particular, was long recognized as one of the industry's toughest challenges. The mainstream RGB color-combining approach requires red, green and blue light beams to converge precisely into a single path — even an alignment deviation of a fraction of a hair's diameter causes ghosting and dizziness. This core process, known as AA (Active Alignment), had long been stuck at industry-wide mass-production yields below 50%. With yields held down, costs could not come down either; full-color AR glasses, often priced above RMB 10,000, remained toys for a handful of enthusiasts, unable to reach the mass market.But the trend waits for no one. Giants are positioning, capital is flowing in, and the supply chain is maturing — the industry ceiling is high, the technical barriers are solid, and the market space is vast. Someone was bound to pave the way on this track. KTD chose to be that trailblazer.

Since 2010, KTD has been deeply engaged in precision optics and optoelectronics, focusing on the R&D of intelligent optical equipment for AI+XR glasses, and has independently developed cutting-edge core technologies including Active Alignment (AA) image algorithms, optical motion-control fusion algorithms, AI vision fusion algorithms and human-eye-inspired optical systems. Today, KTD's self-developed XR product lines form systematic solutions covering the key stages from core components to finished-device inspection.The 4th-generation full-stack AR full-color light engine equipment, released in May 2026, is the latest outcome of this accumulated expertise: six previously scattered independent workstations were consolidated into one integrated straight-through production line, pushing the overall first-pass yield above 95%.

What does this mean? Full-color AR light engines have truly entered the era of industrial-scale mass production, moving beyond lab-scale handcrafting. The production line occupies less floor space, changeover and commissioning are faster, and unit manufacturing costs have been significantly reduced — making it possible, at last, for the price of full-color AR glasses to come down.

If choosing the track was about vision and the strategy about commitment, then execution and results are where real capability shows. Consider a few figures from KTD: 2025 full-year sales of approximately RMB 160 million; Q1 order volume this year already exceeding all of last year; and a full order book, with a new round of hiring underway for 50 additional positions.

Behind these numbers lies the market's dual validation of KTD's technology roadmap and mass-production capability. From choosing the hardest path to crossing the most demanding pass, KTD has proven over more than a decade that with the right direction and a solid strategy, persistence is ultimately rewarded.If the track was the judgment, the strategy the commitment and the strength the result, then conviction is the foundation beneath it all — pointing not to the past, but to the future. KTD has opened the road for full-color AR light engines. But opening the road is only the beginning. What comes next is widening it and extending it further. The wave is here — and KTD is ready.